Flows/Add items to a purchase order: Difference between revisions
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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server) |
Expand flow to faithfully mirror version 3.1 MDX at 38d3e1f (via update-page on MediaWiki MCP Server) |
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|domain=supply |
|domain=supply |
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|title=Add items to a purchase order |
|title=Add items to a purchase order |
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|summary= |
|summary=This flow describes how to add the products you request to a purchase order in Care. Each item records one product and the quantity you request. |
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|order=2 |
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|introduced=3.0 |
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|reference=References/Supply Request |
|reference=References/Supply Request |
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== Overview == |
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This flow describes how to add the products you request to a [[Concepts/Purchase Order|purchase order]] in Care. Each item records one product and the quantity you request. |
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== Pre-requisites == |
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* You created a purchase order at the facility. See [[Flows/Create a purchase order|Create a purchase order]]. |
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* The purchase order is not Completed, Abandoned, or Entered in Error. |
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* Someone added the product that you request to the product catalog. See [[Concepts/Product|Product]]. |
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* You have the permissions listed below. |
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== Permissions == |
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{| class="wikitable" |
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|- |
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! Permission |
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! Access |
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|- |
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| Can Create Supply Request on Facility |
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| Lets you add items to a purchase order at the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission. |
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|} |
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== Steps == |
== Steps == |
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# Open the location's purchase orders and select the Draft order. |
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=== 1. Open the purchase order === |
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| ⚫ | |||
# Select a product catalog entry and enter the requested quantity. |
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Open the purchase order that you want to add items to. |
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# Save the item and repeat for other products. |
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=== 2. Start a new item === |
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| ⚫ | |||
{{Note|1=Care does not show '''Add Item''' when the purchase order is Completed, Abandoned, or Entered in Error.}} |
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=== 3. Enter the item details === |
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Complete the item fields. |
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{| class="wikitable" |
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|- |
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! Components |
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! What it captures |
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|- |
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| Product |
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| The product that you request. |
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|- |
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| Quantity |
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| The quantity that you request for the product. |
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|} |
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=== 4. Add the remaining items === |
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Repeat the previous steps for each product that you need on the purchase order. |
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== Expected Outcome == |
== Expected Outcome == |
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Care lists the requested items on the purchase order. Each item identifies a catalog product and quantity, not a specific batch. |
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* The purchase order lists each item that you added. |
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* The detail page shows the requested quantity for each item. |
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* The detail page shows the dispatched quantity for each item. |
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* The detail page shows the remaining quantity for each item. |
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{{Navbox supply}} |
{{Navbox supply}} |
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